Jan 14, 2016 | Appointments, Optimization, Routes, Salesforce Support, Trips Feature
Daily sales routes are automatically generated in Sales Navigator using set appointments from your iOS device and meeting tasks from Salesforce. In this post learn how to: Add start and end locations/times to your trips Add an appointment or meeting task to your route...
Jan 14, 2016 | Optimization, Routes, Salesforce Support, Trips Feature
The trips feature in Sales Navigator for Salesforce helps you plan and organize your daily sales routes. Open the trips window to get a snapshot of your day and use it to keep track of your schedule. In this post you will learn: How to view trip information More...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Custom groups are local to Sales Navigator and do not sync with Salesforce. Custom groups can help you organize your data the way you work. For example, a popular way people use custom groups is to create a group visited and need to visit. Any data from Salesforce can...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Automatic Salesforce Groups are generated from any standard or custom Salesforce fields that have pick list values. For example, the rating field may have three options ‘Hot, Warm, Cold’ and will create three groups with customizable pins. Topics to be covered in this...
Jan 14, 2016 | Contact Management, Salesforce Support
After importing your Salesforce data, you can view the data with mappable addresses on the map. In this post learn how to access the object details window and how to edit your Salesforce data from Sales Navigator. Accessing Object Details Window 1. Start by...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Sales Navigator for Salesforce offers basic and advanced filtering options to help you target specific Salesforce data geographically. You can create filters to view on the map such as, ‘Accounts’ that are ‘Hot’ and ‘Warm’ or...
